Iron Ore
Brokers brushed aside a robust first half result for Aurizon, instead looking at the issues which cloud the outlook beyond FY17.
Feb 14 2017
A glance through the latest expert views and predictions about commodities. China and coal; ASX gold sector; outlook for energy sector; iron ore prices.
Feb 09 2017
A glance through the latest expert views and predictions about commodities. Silver use in PV cells; tight zinc markets; China’s coal policies; dividend outlook for miners.
Jan 30 2017
BlueScope Steel has upgraded earnings estimates for the first half and brokers welcome the work done to improve the outlook and balance sheet.
Jan 25 2017
Previous Stories
The Overnight Report: The Good Oil
Apr 16 2015
A big jump in the oil price last night led Wall Street higher as the world awaits further stimulus from China. Dow up 75. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Outlook, Copper, Aluminium, Nickel, Iron Ore And Gold
Apr 15 2015
Commodity trough may be nigh; balance emerging in copper; aluminium supply lifts; nickel supply crunch; iron ore blues; gold loses its lustre for Citi.
The Overnight Report: Looking To China
Apr 15 2015
Markets were stalled last night on mixed US earnings and data and ahead of today’s Chinese GDP release. Dow up 59. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Mineral Sands, Iron Ore, Steel, Oil, Nickel And Agriculture
Apr 14 2015
Subdued mineral sands; Chinese iron ore miners; China’s steel output; UBS revamps oil outlook; Credit Suisse more optimistic on nickel; rural confidence improves.
The Overnight Report: Earnings Jitters
Apr 14 2015
Nervousness with regard this week’s major US earnings releases had traders scurrying to the sidelines on Wall Street last night. Dow down 80. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Bulks, Base Metals And Gold
Apr 13 2015
The gloomy world of bulks; Credit Suisse constructive on copper; Macquarie slashes Oz nickel miner forecasts; and gold’s place in 2015 and beyond.
The Monday Report
Apr 13 2015
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
The Overnight Report: Greece Makes Good
Apr 10 2015
Greece made an eleventh hour payment to the IMF last night but markets remained more focused on US jobs and earnings. Dow up 56. (Accessible only for subscribers before 10:15 AEST)
Material Matters: Oil, China, Thermal Coal And Iron Ore
Apr 09 2015
US oil rig activity; Macquarie’s visit to China; thermal coal settlements; tough going for iron ore producers.
The Overnight Report: Minutes Of Disagreement
Apr 09 2015
The FOMC is at odds about when the first Fed rate rise might be. In other words, the Fed has no idea. Dow up 27. (Accessible only for subscribers before 10:15 AEST)
